Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
KB FINANCIAL PARTNERS LLC | COM | 2901 | $13,000 | 308 | 0.00 | 0.00 | 0 | 0.00 | 09-30-2023 |
FOUNDERS CAPITAL MANAGEMENT | COM | 2902 | $13,348 | 306 | 0.00 | 0.00 | -628 | -67.24 | 03-31-2024 |
GLOBAL WEALTH STRATEGIES & ASSOCIATES | Stock | 2903 | $13,086 | 300 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
RVW WEALTH LLC | COM | Liquidated | $0 | 0 | 0.00 | 300 | +Inf | 12-31-2023 |